Analysis: Bitcoin long-term holders' MVRV ratio rebounds to 1.35, exiting the mild pressure zone.

South Korea's Kakao Pay Securities has partnered with Ondo Finance and Dinari respectively to explore tokenizing South Korean-listed stocks and providing overseas investors with on-chain investment channels. Kakao Pay Securities is one of South Korea's leading online securities firms, backed by the Kakao financial ecosystem. As of the first half of 2026, its client assets under custody exceeded 21 trillion won (approximately $150 billion), with around 1.61 million monthly stock trading users. The collaboration aims to research integrating South Korean stock assets onto the blockchain, boosting the accessibility of traditional securities assets via tokenization and creating a new channel for overseas investors to access South Korea's stock market.

According to official announcements, Binance will delist the AUCTION/USDC and VANA/USDC spot trading pairs at 11:00 AM Beijing time on October 2.

Beating AI Express News: X is testing a new unified subscription plan. An early Android test page leaked by the community features an "X Subscription" upgrade card, which states that a single plan will include access to Cursor, Grok, and X’s core benefits, with a Grok Bot icon displayed at the top. Maxime Prades, head of SpaceXAI’s product team, previously confirmed the company is developing a "more unified subscription" that will roll out in "weeks, not months." Currently, several subscription tiers have partial integration but remain charged separately: Cursor Pro, Pro+, and Ultra all include Grok Bot access; SuperGrok, SuperGrok Plus, Heavy, and X Premium+ also grant Grok Bot benefits to Cursor accounts. However, Cursor’s official statement clarifies that this linking does not convert Grok or X subscriptions into Cursor plans, nor does it cancel existing Cursor subscriptions.

According to an official announcement on the website of Japan’s Financial Services Agency (FSA), the regulator announced on September 29, 2026 that it has approved the fourth support project under the FinTech Proof-of-Concept Center’s Payment Advancement Project (PIP). The project was jointly applied for by TradeWaltz, NTT Data, Mizuho Bank, MUFG Bank, Sumitomo Mitsui Banking Corporation, and MUFG Trust Bank. The proof-of-concept experiment will verify the practical application of stablecoins in trade transaction fund settlement and sort out relevant legal arguments, running from September 2026. Upon conclusion, the FSA will publish the experiment results and relevant compliance and regulatory conclusions on its official website.

The Ethereum Foundation announced that the Glamsterdam network upgrade will activate on the Sepolia testnet at 21:53:36 Beijing Time on October 6, 2026 (epoch 353,024, slot 11,296,768). Activation timelines for the Hoodi testnet and Ethereum mainnet have not yet been finalized. The upgrade integrates the Amsterdam execution layer and Gloas consensus layer, with core improvements including: built-in proposer-builder separation (ePBS, EIP-7732), which formally incorporates block proposal and construction into the protocol; block-level access lists (BALs, EIP-7928), enabling parallel state reads and transaction verification; and adjusted gas pricing that more accurately reflects execution and state growth costs (EIP-8037, EIP-8038, etc.). Node operators must update their execution layer and consensus layer clients prior to activation. Corresponding client versions have been rolled out sequentially; detailed compatibility lists are available in the official announcement. Mainnet users and ETH holders do not need to perform any actions at this time.

According to TradingBeats’ monitoring, after Meta (META.US) announced the establishment of its enterprise AI business division and appointed former MongoDB CEO Chirantan “CJ” Desai to lead the unit, its stock closed down roughly 4.79% on the day, ending at $715.62. The enterprise AI platform Meta is launching will integrate products including the Muse AI assistant, Meta Business Agent, Muse API, and Muse Code, aiming to further expand the capabilities of its Llama model to enterprise clients. Desai, who previously served as MongoDB’s CEO and held roles at enterprise tech firms like ServiceNow and Cloudflare, will now drive Meta’s enterprise AI business development. The market has yet to embrace the move. The Information analyst Martin Peers noted that while Meta boasts a large base of enterprise advertising clients that could help promote its AI products, the enterprise AI market is already highly crowded, with competitors including Microsoft, Google, OpenAI, Anthropic, and traditional enterprise software firms all vying for corporate customers. Additionally, Meta’s past forays into enterprise software have not gone smoothly—its workplace collaboration tool Workplace was ultimately shut down. Entering the market via Muse and its new enterprise AI platform means Meta must prove it can extend its advertising ecosystem advantage to the enterprise software business. The market remains cautiously watching whether Meta can translate its AI capabilities into a new source of enterprise revenue.